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Decker Retirement Planning Inc.

Portfolio Manager
Decker Retirement Planning Inc.
Performance
+4.19% (2026 Q1)
AUM (13F)
$220.72M
# of Holdings
284
Performance Rank
Allocation (Top 20)
69.5%

Decker Retirement Planning Inc. Holdings Map

Top 50 Decker Retirement Planning Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SGOV
ISHARES TR
17.49%383.5K$38.6M
+36.58%(+102.73K)
2025-Q1: 806.6K shares2025-Q2: 319.8K shares2025-Q3: 193.0K shares2025-Q4: 280.8K shares2026-Q1: 383.5K shares
$100.51(-0.00%)
2026-03-31
XLE
SELECT SECTOR SPDR TR
4.53%163.2K$10.0Mnew2025-Q1: 230 shares2025-Q2: 131 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 163.2K shares
$52.92(+8.90%)
2026-03-31
MU
MICRON TECHNOLOGY INC
4.5%29.4K$9.9M
+61.54%(+11.19K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 18.7K shares2025-Q4: 18.2K shares2026-Q1: 29.4K shares
$208.55(+314.29%)
2026-03-31
TAN
INVESCO EXCH TRADED FD TR II
4.42%174.9K$9.7Mnew2025-Q1: 0 shares2025-Q2: 116 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 174.9K shares
$52.40(+21.78%)
2026-03-31
LRCX
LAM RESEARCH CORP
3.93%40.6K$8.7M
+49.61%(+13.46K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 27.1K shares2026-Q1: 40.6K shares
$165.54(+78.47%)
2026-03-31
JEPI
J P MORGAN EXCHANGE TRADED F
3.63%141.5K$8.0M
+69.93%(+58.23K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 25.1K shares2025-Q4: 83.3K shares2026-Q1: 141.5K shares
$57.05(-1.96%)
2026-03-31
STX
SEAGATE TECHNOLOGY HLDNGS PL
3.52%19.8K$7.8M
-2.92%(-595)
2025-Q1: 0 shares2025-Q2: 25.4K shares2025-Q3: 92 shares2025-Q4: 20.4K shares2026-Q1: 19.8K shares
$255.09(+220.42%)
2026-03-31
ESGU
ISHARES TR
3.25%50.7K$7.2M
+12.61%(+5.68K)
2025-Q1: 145 shares2025-Q2: 46.3K shares2025-Q3: 43.0K shares2025-Q4: 45.1K shares2026-Q1: 50.7K shares
$130.91(+23.34%)
2026-03-31
VTI
VANGUARD INDEX FDS
3.11%21.4K$6.9M
+14.63%(+2.73K)
2025-Q1: 11.8K shares2025-Q2: 11.9K shares2025-Q3: 15.3K shares2025-Q4: 18.7K shares2026-Q1: 21.4K shares
$303.58(+20.14%)
2026-03-31
USXF
ISHARES TR
2.34%93.4K$5.2M
+12.23%(+10.18K)
2025-Q1: 277 shares2025-Q2: 83.8K shares2025-Q3: 77.8K shares2025-Q4: 83.2K shares2026-Q1: 93.4K shares
$51.31(+29.42%)
2026-03-31

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